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Capital Group Equity shares owned by RM Financial Services

Quarter-by-quarter ownership of Capital Group Equity (CGVV) shares owned by RM Financial Services from 13F filings

Historical chart of RM Financial Services investment in Capital Group Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity held by RM Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity by RM Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 187k 26.75

More positions owned by RM Financial Services

Capital Group Dividend Growe Shs Etf (CGDG)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Group Conservative E SHS (CGCV)
Ishares Silver Tr Ishares (SLV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
ConocoPhillips (COP)
Vanguard Whitehall Fds High Div Yld (VYM)
Applied Materials (AMAT)

View all positions for RM Financial Services

Top funds holding Capital Group Equity

Capital Research and Management Company - Division 3
Concurrent Investment Advisors
Capital Group Private Client Services
VVR Holdings
RM Financial Services
Advisor Group Holdings
CMC Financial Group
Goldman Sachs Group
Sigma Planning
Commonwealth Equity Services
BHK Investment Advisors
Envestnet Asset Management
Cambridge Investment Research Advisors
J. Derek Lewis & Associates
Mml Investors Services

View all funds holding Capital Group Equity